Many of our clients will often find that they want to tie a Zoho CRM record to more than one user. The best way to do this is with a user field in Zoho CRM. Zoho has recently added some enhancements to how you can use these fields.
What is a User Field in Zoho CRM?
Zoho only allows for one owner for reach record – this field is usually a combination of the module name and “Owner”. A user field in Zoho CRM establishes multiple ownership of the record. When using a user field, you have the option of selecting a single user or multiple users. If you choose multiple users, up to 10 users can be selected.
In order to add a user field you must do the following:
- Go to Setup>Customization>Modules and Fields
- Select the module and then the layout
- Once in the layout, drag over the field called User over from the bank of fields in the left panel and place into the layout
- Hover in the field and click on the “…” and choose Edit Properties
- Name the field whatever works best for your business and choose whether the field is a single or multiple user field
- Click save in the window and then save for the layout.
You are allowed to have up to 5 user fields and 1 multi-user field per module. User fields are available for all modules except Tasks, Meetings and Calls.
New User Field Feature
As you can see in the image above, there is a new option called Allow Record Accessibility. This is a new feature and gives you the ability to decide whether the user will have access to the record or their name is there more as a reference for others.
While the default is the box is checked, you can uncheck it to prevent the user from accessing or seeing the record.
Did you know The Marks Group is offering Zoho CRM Admin training? Check out our Events page to sign up! Also, don’t forget to check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at info@marksgroup.net with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!
